Kevin James Tostado
Investment adviser representative at Eagle Strategies LLC
22 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$32BFirm assets
Are you Kevin James Tostado? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Eagle Strategies LLCJul 2024 to now
- New York Life Insurance CompanyJan 2023 to now
- Nylife Securities LLCJan 2023 to now
- Tostie Productions, LLCMay 2004 to now
- Kevin James Tostado Advisory ServicesJan 2022 to Dec 2022
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Eagle Strategies LLC
$32BAssets managed
133,900Clients
2,495Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4251438
- Firm CRD
- 110826